Live Oak Financial, Inc. 📍 Remote / Hybrid 🕒 Full-Time | Performance-Based Compensation

Job Summary

Live Oak Financial, Inc. is seeking a disciplined, professional Inside Sales Agent to support our expanding national sales operation. This role is responsible for outbound prospecting, inbound lead conversion, and pipeline development while representing the firm with credibility and professionalism.

This is an opportunity for motivated sales professionals who thrive in structured, performance-driven environments and are seeking long-term growth with an executive-led organization.

Key Responsibilities

Conduct outbound sales calls and follow-up outreach

Qualify inbound leads and convert them into sales opportunities

Present services clearly and professionally to prospective clients

Maintain accurate CRM records, activity logs, and pipeline updates

Meet or exceed defined sales KPIs and revenue targets

Collaborate with leadership and operations to support client onboarding

Maintain compliance with company policies and regulatory standards

Qualifications

Prior experience in inside sales, B2B sales, or call-based sales preferred

Strong communication and interpersonal skills

Professional phone presence and objection-handling ability

Self-motivated, organized, and performance-oriented

Comfortable working independently in a remote or hybrid environment

CRM experience preferred

Compensation & Benefits

Competitive base pay

Uncapped commission and performance incentives

Advancement opportunities within sales and leadership tracks

Training, tools, and executive support provided

Work Environment

Remote or hybrid flexibility

Structured schedules and clear performance metrics

Executive-led team with defined processes and accountability

Why Join Live Oak Financial

Growing financial services firm with national reach

Professional, compliance-focused sales culture

Clear expectations, transparency, and merit-based advancement

Opportunity to scale with the organization

Equal Opportunity Statement

Live Oak Financial, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

This is a remote position.